Purchases and Sales Made in Q2 2024 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q2 2024. The information is specifically focused on institutions that hold shares of INTERNATIONAL BUSINESS MACHINES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
287+ 20.13% |
$47.2K - $54.8K
|
1.71K
$382K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
286+ 2.28% |
$47K - $54.6K
|
12.9K
$2.87M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
283+ 2.15% |
$46.5K - $54K
|
13.4K
$3M
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
283+ 1.0% |
$46.5K - $54K
|
28.6K
$6.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
280+ 1.01% |
$46K - $53.5K
|
27.9K
$6.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
279+ 6.18% |
$45.9K - $53.3K
|
4.79K
$1.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
278New |
$45.7K - $53.1K
|
278
$62K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
270+ 1.84% |
$44.4K - $51.5K
|
15K
$3.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
265+ 2.06% |
$43.6K - $50.6K
|
13.1K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
265+ 1.47% |
$43.6K - $50.6K
|
18.3K
$4.07M
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
264+ 7.6% |
$43.4K - $50.4K
|
3.74K
$833K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
261+ 13.23% |
$42.9K - $49.8K
|
2.23K
$498K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
260+ 1.49% |
$42.8K - $49.6K
|
17.8K
$3.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
259+ 1.25% |
$42.6K - $49.4K
|
20.9K
$4.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
258+ 13.06% |
$42.4K - $49.3K
|
2.23K
$498K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
256+ 12.97% |
$42.1K - $48.9K
|
2.23K
$497K
|
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
253+ 16.43% |
$41.6K - $48.3K
|
1.79K
$400K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
253+ 10.51% |
$41.6K - $48.3K
|
2.66K
$593K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
251+ 8.89% |
$41.3K - $47.9K
|
3.07K
$685K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
251+ 6.91% |
$41.3K - $47.9K
|
3.88K
$866K
|
|
|
Jul 23, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
250+ 2.71% |
$41.1K - $47.7K
|
9.47K
$2.11M
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
250+ 2.71% |
$41.1K - $47.7K
|
9.47K
$2.11M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
249+ 16.57% |
$40.9K - $47.5K
|
1.75K
$391K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
245+ 4.3% |
$40.3K - $46.8K
|
5.95K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
244+ 35.16% |
$40.1K - $46.6K
|
938
$209K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
243+ 6.67% |
$40K - $46.4K
|
3.89K
$866K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
242+ 19.3% |
$39.8K - $46.2K
|
1.5K
$334K
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
240+ 2.06% |
$39.5K - $45.8K
|
11.9K
$2.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
237+ 7.37% |
$39K - $45.2K
|
3.45K
$770K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
236+ 3.86% |
$38.8K - $45.1K
|
6.35K
$1.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
234+ 17.28% |
$38.5K - $44.7K
|
1.59K
$354K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
234+ 7.71% |
$38.5K - $44.7K
|
3.27K
$729K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
231+ 2.86% |
$38K - $44.1K
|
8.31K
$1.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
231New |
$38K - $44.1K
|
231
$51.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
231+ 13.13% |
$38K - $44.1K
|
1.99K
$444K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
229+ 18.69% |
$37.7K - $43.7K
|
1.45K
$324K
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
228+ 16.72% |
$37.5K - $43.5K
|
1.59K
$355K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
225+ 7.77% |
$37K - $43K
|
3.12K
$696K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
224+ 7.8% |
$36.8K - $42.8K
|
3.1K
$691K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
223+ 4.14% |
$36.7K - $42.6K
|
5.61K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
223+ 12.76% |
$36.7K - $42.6K
|
1.97K
$439K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
221+ 4.57% |
$36.3K - $42.2K
|
5.05K
$1.13M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
220+ 2.88% |
$36.2K - $42K
|
7.85K
$1.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
217+ 1.46% |
$35.7K - $41.4K
|
15.1K
$3.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
217+ 0.87% |
$35.7K - $41.4K
|
25.1K
$5.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
216+ 15.94% |
$35.5K - $41.2K
|
1.57K
$350K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
216+ 7.92% |
$35.5K - $41.2K
|
2.94K
$656K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
216+ 1.47% |
$35.5K - $41.2K
|
14.9K
$3.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
215+ 7.52% |
$35.4K - $41K
|
3.08K
$686K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
215+ 13.29% |
$35.4K - $41K
|
1.83K
$409K
|